EverSource Wealth Advisors’s Lufax Holding LU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54K | Sell |
552
-52
| -9% | -$145 | ﹤0.01% | 3581 |
|
|
2025
Q1 | $1.79K | Buy |
604
+18
| +3% | +$53 | ﹤0.01% | 2974 |
|
|
2024
Q4 | $1.4K | Buy |
586
+137
| +31% | +$327 | ﹤0.01% | 2853 |
|
|
2024
Q3 | $1.57K | Buy |
+449
| New | +$1.57K | ﹤0.01% | 2611 |
|
|
2024
Q2 | – | Sell |
-132
| Closed | -$579 | – | 3113 |
|
|
2024
Q1 | $579 | Hold |
132
| – | – | ﹤0.01% | 2680 |
|
|
2023
Q4 | $405 | Buy |
+132
| New | +$405 | ﹤0.01% | 2556 |
|
|
2023
Q3 | – | Sell |
-589
| Closed | -$3.37K | – | 2603 |
|
|
2023
Q2 | $3.37K | Buy |
589
+531
| +916% | +$3.04K | ﹤0.01% | 1881 |
|
|
2023
Q1 | $469 | Buy |
+58
| New | +$469 | ﹤0.01% | 2238 |
|
|
2022
Q4 | – | Sell |
-3,903
| Closed | -$40K | – | 2377 |
|
|
2022
Q3 | $40K | Buy |
+3,903
| New | +$40K | 0.01% | 690 |
|